Gotham Asset Management, LLC Q3 2022 Filing

Filed November 14, 2022

Portfolio Value

$3.3T

Holdings

1,156

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (1,156 positions)

#StockSharesValue% PortfolioType
1
GSPYTIDAL ETF TR
12,012,687$236.6B7.09%
2
SPYSPDR S&P 500 ETF TR
486,759$173.9B5.21%
3
SNOWSNOWFLAKE INC
423,947$72.1B2.16%
4
IVVISHARES TR
146,940$52.7B1.58%
5
AAPLAPPLE INC
349,245$48.3B1.45%
6
MSFTMICROSOFT CORP
201,325$46.9B1.40%
7
GOOGLALPHABET INC
442,835$42.4B1.27%
8
AMZNAMAZON COM INC
298,133$33.7B1.01%
9
BRK/BBERKSHIRE HATHAWAY INC DEL
98,604$26.3B0.79%
10
METAMETA PLATFORMS INC
188,573$25.6B0.77%
11
IEMGISHARES INC
458,333$19.7B0.59%
12
ADBEADOBE SYSTEMS INCORPORATED
70,117$19.3B0.58%
13
CSCOCISCO SYS INC
462,271$18.5B0.55%
14
KOCOCA COLA CO
303,134$17.0B0.51%
15
ACNACCENTURE PLC IRELAND
65,295$16.8B0.50%
16
JNJJOHNSON & JOHNSON
96,375$15.7B0.47%
17
MRKMERCK & CO INC
179,346$15.4B0.46%
18
MRNAMODERNA INC
125,982$14.9B0.45%
19
PFEPFIZER INC
327,837$14.3B0.43%
20
XOMEXXON MOBIL CORP
161,965$14.1B0.42%
21
WMTWALMART INC
108,145$14.0B0.42%
22
CVXCHEVRON CORP NEW
97,066$13.9B0.42%
23
PYPLPAYPAL HLDGS INC
150,903$13.0B0.39%
24
MUMICRON TECHNOLOGY INC
256,971$12.9B0.39%
25
ICEINTERCONTINENTAL EXCHANGE IN
138,658$12.5B0.38%
26
PEOEXELON CORP
333,698$12.5B0.37%
27
BMYBRISTOL-MYERS SQUIBB CO
171,386$12.2B0.36%
28
GDGENERAL DYNAMICS CORP
57,348$12.2B0.36%
29
QCOMQUALCOMM INC
106,323$12.0B0.36%
30
CFCF INDS HLDGS INC
122,940$11.8B0.35%
31
MCDMCDONALDS CORP
50,491$11.7B0.35%
32
AMATAPPLIED MATLS INC
141,385$11.6B0.35%
33
UNHUNITEDHEALTH GROUP INC
22,748$11.5B0.34%
34
CNCCENTENE CORP DEL
144,646$11.3B0.34%
35
DISDISNEY WALT CO
118,388$11.2B0.33%
36
VRTXVERTEX PHARMACEUTICALS INC
37,607$10.9B0.33%
37
CRMSALESFORCE INC
74,826$10.8B0.32%
38
BLKCHFBLACKROCK INC
18,802$10.3B0.31%
39
FFORD MTR CO DEL
907,745$10.2B0.30%
40
LMTLOCKHEED MARTIN CORP
26,117$10.1B0.30%
41
NFLXNETFLIX INC
42,639$10.0B0.30%
42
ABTABBOTT LABS
102,865$10.0B0.30%
43
MOSMOSAIC CO NEW
203,039$9.8B0.29%
44
ORCLORACLE CORP
159,892$9.8B0.29%
45
QLYSQUALYS INC
70,034$9.8B0.29%
46
CAHCARDINAL HEALTH INC
144,999$9.7B0.29%
47
AQLTISHARES TR
181,650$9.6B0.29%
48
MMM3M CO
86,549$9.6B0.29%
49
NOWSERVICENOW INC
25,230$9.5B0.29%
50
MAMASTERCARD INCORPORATED
33,056$9.4B0.28%
51
ELVELEVANCE HEALTH INC
20,635$9.4B0.28%
52
CMCSACOMCAST CORP NEW
317,738$9.3B0.28%
53
LOWLOWES COS INC
48,768$9.2B0.27%
54
AVGOBROADCOM INC
20,411$9.1B0.27%
55
HDHOME DEPOT INC
32,778$9.0B0.27%
56
MPCMARATHON PETE CORP
90,356$9.0B0.27%
57
PXDEURPIONEER NAT RES CO
41,438$9.0B0.27%
58
VVISA INC
50,117$8.9B0.27%
59
FDXFEDEX CORP
59,582$8.8B0.26%
60
ZBRAZEBRA TECHNOLOGIES CORPORATI
33,625$8.8B0.26%
61
APOAPOLLO GLOBAL MGMT INC
188,909$8.8B0.26%
62
ADMARCHER DANIELS MIDLAND CO
109,083$8.8B0.26%
63
TROWPRICE T ROWE GROUP INC
81,749$8.6B0.26%
64
UNPUNION PAC CORP
43,667$8.5B0.25%
65
GISGENERAL MLS INC
110,915$8.5B0.25%
66
GEGENERAL ELECTRIC CO
136,812$8.5B0.25%
67
CICIGNA CORP NEW
30,377$8.4B0.25%
68
QRVOQORVO INC
106,108$8.4B0.25%
69
PHPARKER-HANNIFIN CORP
34,649$8.4B0.25%
70
NRANRG ENERGY INC
217,161$8.3B0.25%
71
AZOAUTOZONE INC
3,862$8.3B0.25%
72
MDTMEDTRONIC PLC
102,334$8.3B0.25%
73
BACVERIZON COMMUNICATIONS INC
214,181$8.1B0.24%
74
ODFLOLD DOMINION FREIGHT LINE IN
32,655$8.1B0.24%
75
BBWIBATH & BODY WORKS INC
247,825$8.1B0.24%
76
MCKMCKESSON CORP
23,679$8.0B0.24%
77
EXPDEXPEDITORS INTL WASH INC
90,540$8.0B0.24%
78
MGMMGM RESORTS INTERNATIONAL
266,330$7.9B0.24%
79
TPRTAPESTRY INC
277,549$7.9B0.24%
80
ATVIEURACTIVISION BLIZZARD INC
105,990$7.9B0.24%
81
VTRSVIATRIS INC
920,335$7.8B0.23%
82
DTEDTE ENERGY CO
67,628$7.8B0.23%
83
COPCONOCOPHILLIPS
75,895$7.8B0.23%
84
CEGCONSTELLATION ENERGY CORP
92,319$7.7B0.23%
85
UPSUNITED PARCEL SERVICE INC
47,245$7.6B0.23%
86
NXPINXP SEMICONDUCTORS N V
51,044$7.5B0.23%
87
OXYOCCIDENTAL PETE CORP
121,298$7.5B0.22%
88
EMNEASTMAN CHEM CO
104,880$7.5B0.22%
89
EBAEBAY INC.
202,402$7.5B0.22%
90
CVSCVS HEALTH CORP
78,065$7.4B0.22%
91
NDAQNASDAQ INC
131,181$7.4B0.22%
92
PNRPENTAIR PLC
182,881$7.4B0.22%
93
PEPPEPSICO INC
45,437$7.4B0.22%
94
ABBVABBVIE INC
53,926$7.2B0.22%
95
BLDRBUILDERS FIRSTSOURCE INC
122,679$7.2B0.22%
96
HLTHILTON WORLDWIDE HLDGS INC
59,848$7.2B0.22%
97
CHTRCHARTER COMMUNICATIONS INC N
23,757$7.2B0.22%
98
JPMJPMORGAN CHASE & CO
68,692$7.2B0.21%
99
DVNDEVON ENERGY CORP NEW
119,356$7.2B0.21%
100
PEGPUBLIC SVC ENTERPRISE GRP IN
125,027$7.0B0.21%
Page 1 of 12Next